Understanding Today's Financial Environment
As an independent financial consultant, we work for YOU, not a financial institution. Everything we do, we believe is challenging the status quo. We believe in thinking differently about today's financial environment. From helping families plan for college expenses, Social Security maximization, income planning and wealth accumulation, your Next Phase starts here!Services We Offer Meet the Team Contact Us
How Big is Money?
Learn a little about worldwide currency in this fun infographic
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How to help determine life insurance needs to provide for your family after you pass away.
Five phases to changing unhealthy behaviors.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Good employee health can be great for the company’s bottom line.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.